Integration
Connect Concord CLM to Aurora Inbox
When New agreement fires in Concord CLM, your agent runs Send media message in Aurora Inbox. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Concord CLM and Aurora Inbox to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Concord CLM can start in Aurora Inbox
When New agreement in Concord CLM
then Send media message in Aurora Inbox
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Concord CLM and Aurora Inbox
Triggers and actions 1 trigger · 38 actions
- New agreement
Triggers when a new agreement appears in the selected Concord organization.
- Add agreement
Creates a new agreement in a Concord organization, either as a blank draft, template or contract, or from an existing template or contract. Returns the new agreement's identifiers.
- Add attachment
Uploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment.
- Add folder
Creates a new folder inside an existing folder of a Concord organization and returns the new folder.
- Add member to agreement
Invites a person to an agreement by email with the chosen permission level and sends them an invitation message. Returns the agreement's id, unique identifier and status.
- Create a New Document From a Template
Creates a new Concord document from an automated template, filling in its variables and optionally inviting people to it.
- Create an Executed Document
Creates an agreement in Concord with the status of an executed contract, rather than a draft or template. Returns the new agreement's identifiers.
- Create webhook - Document Fully Approved
Creates a Concord webhook integration that calls the given URL when an agreement is fully approved.
- Create webhook - Document Fully Signed
Creates a Concord webhook integration that calls the given address when an agreement is fully signed.
- Create webhook - Signature Provided
Creates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement.
- Delete agreement
Permanently deletes an agreement from a Concord organization.
- Get agreement
Returns one Concord agreement by its UID, including its title, status, folder, tags, permission and creation details. An error occurs if the agreement is not found.
- List agreements
Returns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text.
- List automated templates
Returns the automated templates available in a Concord organization, with each template's id, title and description.
- List folders
Returns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts.
- List organizations
Returns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it.
- Move agreement
Moves an agreement into a different folder in a Concord organization.
- Request signature
Requests signatures on an agreement from its signers. Colleagues are added to the agreement, external signers are emailed an invitation, and when a signing order is enabled the request goes to the next signer in that order.
- Update agreement
Updates the status of an existing Concord agreement, setting it to Signing or Broken.
- Add chat
Creates a new chat conversation for a contact on a specific channel.
- Add company
Adds a new company.
- Add tag
Creates a tag in Aurora Inbox that can be attached to any chat. If a tag with the same name already exists, that tag is returned.
- Create Opportunity
Create a new opportunity
- Delete contact
Deletes a contact by its ID.
- Find chats by criteria
Returns up to 25 chats that match the specified search term, channel, team, unanswered and unread criteria.
- Get Chat
Returns one chat by id: contact, channel, channel type, owner, agents and status flags.
- Get company
Fetches a single company by id.
- Get contact
Fetches a single contact by id.
- Get or Create Contact
Finds a contact by phone number, or creates one when no contact has that number. When a contact is found, any name, email, company name and custom property values you supply are applied to it.
- List Chat Opportunities
Returns the opportunities (deals) attached to a chat.
- List Chat Tags
Returns all tags currently attached to a chat: attachment id, roomId, tagId, tagName.
- List companies
Lists companies in Aurora Inbox, optionally filtered by a keyword search.
- List tags
Returns all tags configured in the Aurora Inbox account, optionally with the number of chats tagged with each.
- List teams
Returns all teams configured in the Aurora Inbox account, including their members and roles.
- Send media message
Sends a file (image, video, audio or document) to an Aurora Inbox chat, with an optional caption.
- Send message
Sends a text message, or an internal note visible only to agents, to an Aurora Inbox chat.
- Tag chat
Attaches a tag to a chat, either an existing tag or one looked up by name (created if no tag with that name exists). If the chat already has the tag, the existing attachment is returned.
- Update company
Updates fields on an existing company.
- Update Contact
Updates an existing contact's name, phone, email, company name and custom property values. Blank fields keep their current values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Concord CLM and Aurora Inbox, answered
What can start an automation from Concord CLM?
Any of Concord CLM's 1 trigger in the catalog, including New agreement. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Aurora Inbox when something happens in Concord CLM?
Any of Aurora Inbox's 20 actions, including Create Opportunity, Send media message, Send message and Update company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Aurora Inbox to Concord CLM?
Aurora Inbox has no triggers in the catalog today, so automations start in Concord CLM. If you need the other direction, ask: your agent reads Aurora Inbox's API documentation and adds it.
Do I have to build a connector for Concord CLM or Aurora Inbox?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Concord CLM and Aurora Inbox without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.